A complete list of active advisors currently associated with VM Jones Financial Consulting, L.L.C.

Warmer can help you find a great advisor at VM Jones Financial Consulting, L.L.C. or one who fits your needs even better.

VM Jones Financial Consulting, LLC is a single‑advisor independent advisory firm managing roughly $50.11 million for a mix of clients that the brochure identifies as individuals (both high‑net‑worth and other than high‑net‑worth), trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporate entities. The firm provides discretionary and non‑discretionary investment management and financial planning and consulting services, including retirement planning, business succession, estate planning, and tax and cash‑flow analysis. VMJFC assigns clients to one of its model portfolios (ranging from 10%–90% equity to 90%–10% equity) and primarily implements portfolios using open‑end mutual funds and ETFs, with stocks and bonds used for certain high‑net‑worth accounts or client requests. The firm provides ongoing management and typically rebalances annually, uses Schwab for custody and trade execution, and supplements Schwab research with purchased research such as the Fiduciary 360 Toolkit. The brochure highlights several features that are less common among solo independent advisers: a client mix that includes corporate and pension/profit‑sharing plan clients and charitable organizations, and an affiliation with an accounting practice owned by the managing member. The managing member’s professional credentials (CPA, PFS, AIFA) and the firm’s long operating history (since 2003) are also noted in the brochure and support the firm’s combined tax, planning and investment advisory capabilities.

To learn more about the advisors currently working at VM Jones Financial Consulting, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.